PS
MRSH

Principal Securities’s Marsh MRSH Stock Holding History

Principal Securities’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
8,708
+735
+9% +$123K 0.02% 661
2026
Q1 		$1.38M Buy
7,973
+756
+10% +$136K 0.02% 622
2025
Q4 		$1.34M Sell
7,217
-789
-10% -$147K 0.02% 609
2025
Q3 		$1.61M Buy
8,006
+254
+3% +$52.2K 0.03% 515
2025
Q2 		$1.69M Buy
7,752
+1,330
+21% +$300K 0.03% 459
2025
Q1 		$1.36M Hold
6,422
– – 0.03% 454
2024
Q4 		$1.36M Buy
6,422
+397
+7% +$88.1K 0.03% 453
2024
Q3 		$1.34M Buy
6,025
+493
+9% +$109K 0.03% 450
2024
Q2 		$1.17M Buy
5,532
+368
+7% +$75.6K 0.03% 442
2024
Q1 		$1.06M Buy
5,164
+586
+13% +$117K 0.03% 439
2023
Q4 		$867K Buy
+4,578
New +$885K 0.03% 456

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Principal Securities's MRSH Position: Q2 2026 in Review

Principal Securities increased its Marsh (MRSH) stake by 9.2% in Q2 2026, buying an estimated $123K and bringing the position to 8,708 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #661.

Principal Securities first reported a position in MRSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q2 2025. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Principal Securities held 8,708 shares of Marsh worth $1.45M as of Q2 2026.
  • Principal Securities bought 735 Marsh shares in Q2 2026, an estimated $123K.
  • Marsh made up 0.02% of Principal Securities's portfolio in Q2 2026, its #661 holding.
  • Principal Securities first reported a position in Marsh in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Marsh position peaked at $1.69M in Q2 2025.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.